Using the Navigation Buttons
The following buttons are available throughout the Server workspace. Your specific location in the website will affect whether a particular button is active.
|
Button |
Description |
|---|---|
|
Projects |
Click this button to go to the top level. The top level displays a list of all projects to which you have access. |
|
Up |
Click this button to move up one level from your current location. The use of the browser Back button is not recommended. |
|
Home |
Click this button to go to your personal page. |
Using the Left Menu
The options available on the left menu will vary based upon your location in the system and your system access. The menu is divided into three sections: actions, areas, and inform. The left menu can be collapsed to increase screen real estate.
The following options are available within the three sections on the left menu:
|
Option |
Description |
|---|---|
|
Action entries |
Available actions will vary based on your current area and system access. Examples of action entries include: Assign Website Context and Start Workflow. |
|
Administration |
Click Select this option to maintain system configuration settings, configure publishing and glossary settings, customize the website, and maintain users, roles, and groups. For more information on system configuration settings and website maintenance, refer to the companion manual Administration. For more information on Glossary settings, refer to Managing Glossary Settings. For more information on Server publishing, refer to Publishing Configuration. For more information on users and groups, refer to Managing Users, Roles, and Groups. |
|
Dashboard |
Select this option to view your personal page. For more information, refer to Using the Server Dashboard. |
|
Projects |
Select this option to view a list of all projects to which you have access. For more information, refer to Working with Projects. |
|
Glossary |
Select this option to view the glossary. For more information, refer to Working with the Glossary. |
|
Workflow |
Select this option to display links for creating and managing workflows. For more information, refer to Using Workflow. |
|
Recycle Bin |
Select this option to manage the recycle bin of deleted content. There is one Recycle Bin per project. For more information, refer to Managing the Recycle Bin. |
|
Publish |
Select this option to view a list of all documents in your publishing queue. For more information, refer to Viewing The Publish Queue And History. For more information, refer to Publishing Content For Display On The Website . |
|
Reports |
Select this option to generate document tracking, workflow, workflow status, and custom reports. For more information, refer to Using Reports. |
|
Help |
Select this option to view or configure help documents available for uPerform. For more information, refer to Getting Help On The Server Workspace. |
|
About |
Select this option to view version details and third-party information on the Server. For more information, refer to Getting Help On The Server Workspace. |
|
Support |
Select this option to view or configure help documents available for uPerform and version details and third-party information on the Server. For more information, refer to Getting Help On The Server Workspace. |
|
Workflow |
Select this option to display links for creating and managing workflows. For more information, refer to Using Workflow. |
|
Action entries |
Available actions will vary based on your current area and system access. NOTE: The action button is located on the right side of the title/action bar and includes a drop-down menu. To collapse or expand the drop-down menu, click the arrow icon to the right of the action button. The drop-down menu is divided into two sections: actions and inform. Examples of action entries include: Assign Website Context and Start Workflow. |
|
Subscribe/Unsubscribe |
Select this option to receive or stop alerts regarding changes to the current content, folder, or discussion. Your alerts are displayed in the My Alerts list on your personal page. NOTE: This option is located in the drop-down menu of the action button. To collapse or expand the drop-down menu, click the arrow icon to the right of the action button. For more information, refer to Subscribing to Content. |
|
Edit Subscription |
Select this option to specify preferences for receiving subscription notifications. NOTE: This option is located in the drop-down menu of the action button. To collapse or expand the drop-down menu, click the arrow icon to the right of the action button. For more information, refer to Editing and Stopping a Subscription. |
|
Tell Others |
Select this option to send specified users a link to the current content, folder, or discussion. NOTE: This option is located in the drop-down menu of the action button. To collapse or expand the drop-down menu, click the arrow icon to the right of the action button. For more information, refer to Using the Tell Others Feature. |
|
Add Me to Discussion/Remove Me from Discussion |
Select the option to participate in author or website discussions. NOTE: This option is located in the drop-down menu of the action button. To collapse or expand the drop-down menu, click the arrow icon to the right of the action button. For more information, refer to Using Subscriptions Within A Discussion. |
Expanding and Collapsing the Left Menu
The display of the left menu can be collapsed to increase available screen real estate. The setting for the left menu is linked to the user's account. Consequently, the browser will remember your selected menu setting between browser sessions.
To collapse or expand the left menu, click the arrow icon below the website navigation buttons. When an end user displays context-sensitive help, the left menu is always collapsed.